KloudKradle

Insurance Manager

Insurance Manager

Run Your Insurance Agency in One Place


KloudKradle Insurance Manager helps agencies and back-office teams manage agents, clients, policies, earnings, and payouts from a single cloud platform.


Track documentation, stay ahead of renewals, and keep commissions transparent so your team spends less time chasing spreadsheets.

Key Capabilities

Manage Agents

Onboard agents, assign territories or products, and track activity with clear ownership.

  • Agent profiles & hierarchies
  • Product / branch mapping
  • Performance visibility

Earnings & Payouts

Calculate and track agent earnings with controlled payout workflows.

  • Commission & earning rules
  • Payout schedules
  • Settlement history

Manage Clients

Keep a complete client view across enquiries, policies, and renewals.

  • Client master records
  • Contact & relationship history
  • Linked policies per client

Policies

Register and monitor policies through the full lifecycle.

  • Policy issuance tracking
  • Endorsement updates
  • Status & expiry views

Documentation

Store and organise KYC, proposal, and policy documents securely.

  • Document checklists
  • File attachments per case
  • Audit-friendly records

Renewal Reminders

Never miss a renewal window with automated reminders for agents and clients.

  • Upcoming renewal alerts
  • Follow-up tasking
  • Renewal pipeline tracking

Why Choose KloudKradle Insurance Manager?

Insurance Manager
01

Agent-ready operations – Manage agents, earnings, and payouts without sidebar tools.

02

Client & policy clarity – One system for clients, policies, and documents.

03

Renewal discipline – Reminders that help protect retention and revenue.

04

Cloud access – Secure, role-based access for agency and back-office teams.